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Required role: Admin or Manager

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Steps

1

Go to Work Orders

In the left sidebar, click Maintenance, then Work Orders.
2

Click Create Work Order

Click the Create Work Order button in the top-right corner.
3

Enter the details

Fill in the work order form:
  • Title — a short, descriptive name for the task (e.g., “Replace broken window latch - Room 204”)
  • Description — detailed instructions or context for the technician
  • Category — the type of work (e.g., Electrical, Plumbing, IT)
  • Priority — Low, Medium, High, or Critical
  • Due date — when the work needs to be completed
4

Link an asset or location (optional)

If the work order relates to a specific asset or location, search for and select it. This links the work order to the asset’s history.
5

Assign to a technician

Select the technician or team responsible for this work order. See Assign and Prioritize.
6

Create

Click Create Work Order. It will appear in the Work Orders list with Open status and a notification will be sent to the assigned technician.

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Next steps

Assign and Prioritize

Update the assignee or priority after creation.

Add Files and Notes

Attach supporting documents to the work order.